Paralegal, Professional Conduct
About The Position
CFA Institute is seeking a Paralegal to join its Professional Conduct team. This role is highly detail-driven and focuses on the preparation, review, and quality assurance of legal case materials, supporting the integrity and enforcement of CFA Institute’s global Code and Standards. It is not a traditional administrative paralegal role, but rather one that involves working closely with Enforcement Counsel and investigators across the full case lifecycle. The position offers the opportunity to own end-to-end case documentation, work directly with experienced legal professionals, build advanced legal drafting and document quality expertise, and gain exposure to global regulatory and disciplinary matters.
Requirements
- Experience in a litigation support or paralegal role within a law firm, government agency, or similar environment
- Proven experience preparing and reviewing legal documents, filings, or structured case materials
- Exceptional attention to detail with a strong track record in proofreading, citation checking, and document quality control
- Strong organisational skills with the ability to manage multiple cases, prioritise effectively, and maintain control of deadlines
- Demonstrated ability to identify inconsistencies, missing information, and potential risks within legal documentation
- Understanding of legal or regulatory processes, including filings, procedural rules, and deadline management
- High level of discretion and professionalism when handling sensitive and confidential information
- Strong written communication skills with the ability to produce clear, accurate, and professional documentation
- Comfortable working independently with a high level of accountability, while collaborating effectively with stakeholders
- Proficiency with document management systems and legal technologies (e.g. Onit, Salesforce, Microsoft Office, Adobe)
- Paralegal certification and/or Associate’s degree, or equivalent relevant experience
Responsibilities
- Prepare and support the development of legal filings, briefs, and structured case documentation
- Review documents for accuracy, including citation checking, formatting consistency, and cross-referencing
- Ensure all materials meet high standards before submission, including proofreading and redacting sensitive information
- Support case management activities including document organisation, preservation, and production
- Manage multiple concurrent cases, proactively tracking deadlines and ensuring timely, high-quality submissions
- Work closely with investigators and Enforcement Counsel across the full lifecycle of disciplinary cases
- Contribute to the improvement of processes, policies, and documentation standards
Benefits
- Eligibility for an annual incentive bonus
- A 12% employer contribution to a 401(k) plan
- A comprehensive medical benefits package
- Comprehensive health coverage for you and your family
- Generous leave and time off
- Competitive retirement plans
- Flexible work options
- Wellness, education, and support programs
- Professional Development
- Health & Well-being
- Corporate Citizenship (including a volunteer time off benefit)
- Culture (guided by Curiosity, Inclusion, Trust, and Service)
- Inclusion & Diversity (through initiatives like Employee Resource Groups)
- Sustainability (committed to environmental sustainability with continuous efforts to track and mitigate carbon emissions)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
